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Kingswood Wealth Advisors’s IonQ IONQ Stock Holding History

Kingswood Wealth Advisors’s Portfolio IONQ Stock Details IONQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Sell
7,417
-1,465
-16% -$74.2K 0.02% 680
2026
Q1 		$256K Buy
8,882
+273
+3% +$10.5K 0.01% 780
2025
Q4 		$386K Sell
8,609
-4,933
-36% -$276K 0.02% 604
2025
Q3 		$833K Buy
13,542
+4,440
+49% +$209K 0.05% 338
2025
Q2 		$391K Sell
9,102
-283
-3% -$9.48K 0.03% 489
2025
Q1 		$207K Buy
9,385
+4,485
+92% +$145K 0.02% 677
2024
Q4 		$205K Buy
+4,900
New +$123K 0.02% 727

Other funds holding IONQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Kingswood Wealth Advisors's IONQ Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its IonQ (IONQ) stake by 16% in Q2 2026, selling an estimated $74.2K and leaving 7,417 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #680.

Kingswood Wealth Advisors first reported a position in IONQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $833K in Q3 2025. 787 funds tracked by Wall St. Rank hold IONQ as of Q2 2026.

  • Kingswood Wealth Advisors held 7,417 shares of IonQ worth $395K as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,465 IonQ shares in Q2 2026, an estimated $74.2K.
  • IonQ made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #680 holding.
  • Kingswood Wealth Advisors first reported a position in IonQ in Q4 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's IonQ position peaked at $833K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held IonQ as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.